Strategic Financial Planning and Wealth Management
for Millennials and Gen X
You’ve got a lot on your plate and a lot of big dreams. You need a solid financial strategy to make it all happen.
That's where our strategic Plan Well.Invest Well.Live Well.™ process comes in.
Click through to see how our strategic process and long-term partnership come together to form a personalized financial roadmap toward solving your biggest financial worries – and reaching your biggest goals:
Discover your goals.
We start with personal attention, learning what Living Well looks like to you.
IN THIS STAGE, WE'LL DESIGN STRATEGIES TO HELP YOU:
- Balance paying off your own student loans while also saving for your children's education
- Create a retirement savings strategy so you can retire when and how you want
- Build a strategic financial plan designed to keep you on track toward achieving your goals
Discover your goals.
We start with personal attention, learning what Living Well looks like to you.
IN THIS STAGE, WE'LL DESIGN STRATEGIES TO HELP YOU:
- Balance paying off your own student loans while also saving for your children's education
- Create a retirement savings strategy so you can retire when and how you want
- Build a strategic financial plan designed to keep you on track toward achieving your goals
Align your investments.
Next, we invoke academic research and our decades of practice to align your investments with your vision.
THROUGHOUT YOUR WEALTH-BUILDING JOURNEY, WE'LL HELP YOU TO:
- Build and manage an investment portfolio tailored to your timeline and risk tolerance
- Build wealth while minimizing taxes
- Maximize your compensation package – or turn your passion project into a business
- Make the most of inherited wealth, so it can benefit you and yourloved ones for generations
Align your investments.
Next, we invoke academic research and our decades of practice to align your investments with your vision.
THROUGHOUT YOUR WEALTH-BUILDING JOURNEY, WE'LL HELP YOU TO:
- Build and manage an investment portfolio tailored to your timeline and risk tolerance
- Build wealth while minimizing taxes
- Maximize your compensation package – or turn your passion project into a business
- Make the most of inherited wealth, so it can benefit you and yourloved ones for generations
Live your dreams.
You can Live Well with confidence, knowing that
we'll help you stay on track.
- Live every day fearlessly, knowing that we’re with you as a trusted financial partner, acting as a fiduciary in your best interest every step of the way.
Live your dreams.
You can Live Well with confidence, knowing that
we'll help you stay on track.
- Live every day fearlessly, knowing that we’re with you as a trusted financial partner, acting as a fiduciary in your best interest every step of the way.
This process removes the guesswork, wishful thinking, and potential worries from investing. We developed it based on extensive research, using the most up-to-date tools available. It relies on a consistent and comprehensive, holistic approach to guiding you toward achieving your financial life goals so you can ultimately Live Well – now and in the future.
Get Started with a Complimentary Consultation
Why choose us to be your fiduciary financial advisors?
As an independent, boutique wealth management firm, we maintain personal relationships with our clients. We partner with them to build and proactively manage an individualized plan to meet the financial goals that will allow them to Live Well – whatever that means to them. We are independent, strategic, consistent, principled, academic and approachable, and we act as a fiduciary for all our clients, because we believe that our success should only come from your success.
Our goal is to deliver an unparalleled wealth management experience that you can depend on - every step of the way.
We provide comprehensive wealth management and financial planning services, including:
Strategic Financial Planning
Retirement Income Planning . Education Planning . Insurance Planning . and more
Investment & Retirement Planning
Portfolio Development Tailored to Your Goals & Risk Tolerance . Portfolio Management . Investment Analysis . Retirement Account Analysis . and more
Investment & Retirement Account Management
Retirement . Non-Retirement . Education . Endowments . Trusts . and More
Business Financial Planning
Succession Planning . Business Retirement Plan Strategy and Consulting . and More
Homeownership is a reliable way to build wealth, but buying a home can be complicated.
Is this house a good investment? How long will I need to own it for it to make sense? And how does this serve my other goals? We can help you answer these questions in the context of your plan and your resources.
Whether they’re learning to walk or starting to drive, now is the time to consider how to pay for your child’s education.
Our advisors are experienced at taking your existing resources and helping you leverage and prioritize them in favor of your goals.
Retirement isn't what it used to be – it's a whole new exciting chapter of life.
Whether you want to retire early, make sure you can go on all the wonderful new adventures you've dreamed of, or both – we'll help you create a solid plan for getting there, and help you stick to it.
Our partnership is built for the long term.
That means helping you enjoy today while setting you up for success and security for years to come. That's right – we’ll help you work the occasional splurge into your plan, so when it’s time to indulge, you can do it guilt-free. After all, the whole point of financial well-being is to support your well-being.
Ready to lose the financial stress? Let's build your strategy.
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Meet Our Five-Star Wealth Managers
2022 Five Star Wealth Manager Award
created by Five Star Professional. The 2022 award was presented in November 2022 based on data gathered between February 2022 and September 2022. A total of 2950 Connecticut-area wealth managers were considered for the award; 290 (10% of candidates) were selected to receive it. Wealth managers do not pay a fee to be considered or selected for the award. (Fee paid for use of marketing materials.) Not indicative of advisor’s future performance. Your experience may vary. For more information, visit fivestarprofessional.com.
